How to Use the Customer Section

• Open your web browser and go to the CartonRun login page.
• Enter your email and password.
• Click on the Login button.
• After successful login, you will land on the CartonRun Dashboard

• From the left-hand side navigation menu, click on the ‘Contacts’ option.
• This will expand and display a few subsections.
• Click on ‘Customers’ to view the customer list.

In the Customers section, you will see a table listing all existing customers.

Each row represents a customer and contains:

• Company Name
• Email Address
• Phone Number
• Location
• Total Orders
• Outstanding Balance
• Customer Code (if any)
  
  You’ll also find a search bar and filters to easily find specific customers.

• Click the ‘Add’ button located at the top-right of the page.
• A form will appear asking for the following details:
  Name
  Email 
  Contact Person
  Email Address
  Mobile Number
  Landline Number
  ABN
  Invoice Email 
  Address
  Suburb
  Postcode
  State (In a dropdown)
  County (In a dropdown)
  
  
• Fill in the details accurately and click ‘Save’.
• The new customer will now appear in your list.

To view detailed information about a customer, simply click on the Customer Name in the list. This is a clickable hyperlink that redirects you to the ‘View Customer’ page.

On this page, you’ll find a complete customer profile organized into multiple tabs. Each tab allows you to add, edit, or delete relevant information:

1. Profile

Displays the basic details entered during customer creation (from Step 4), such as company name, contact person, email, and phone number.

2. Contacts

Allows you to manage multiple contacts associated with the customer.
Useful for companies with different points of contact for various departments or roles.

3. Company Address

Store one or more addresses related to the customer's corporate or outlet locations.
Ideal for businesses with multiple physical branches or offices.

4. Billing Address

You can maintain one or more billing addresses.
Commonly used to differentiate between head office and branch-level billing details.

5. Shipping Address

Add one or multiple shipping destinations.
Useful for customers who have different delivery points depending on the order.

6. Orders

Displays the complete order history associated with the customer.
Helps you track order activity, status, and frequency.

7. Inventory Defaults

Manage default inventory settings specific to this customer.
While typically only one set is required, this can be updated as needed.

8. Invoices

Lists all invoices issued to this customer.
Useful for tracking payment history, pending amounts, and accounting purposes.

9. Notes

Add internal notes related to the customer.
Notes can be edited or deleted and are not visible to the customer—ideal for reminders or special instructions.

10. Log

Displays a full activity log.
Includes all updates, changes, and actions taken related to this customer—ensuring transparency and traceability.

• From the customer list, find the customer you want to edit.
• Click the ‘Edit’ button (top right corner).
• Update the relevant fields such as name, email, contact person, mobile, landline, ABN, or invoice email.
• Click ‘Save’ to update the record.

Only use this if you are sure the customer is no longer needed in the system.

• Find the customer you want to remove.
• Click the ‘Delete’ button (trash icon).
• Confirm the deletion when prompted.
• This will permanently remove the customer record.